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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,457 | $124,980-86.8% | $108,359-84.8% | $154,746-89.4% |
| Participation rate | 12.5% | 75.2%-62.7pp | 70.1%-57.6pp | 80.7%-68.2pp |
| Annual return | 24.07% | 45.00%-20.9pp | 36.89%-12.8pp | 172.34%-148.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $473 | $4,743-90.0% | $4,137-88.6% | $6,730-93.0% |
| Admin fee / account holder | $164 | $11,502-98.6% | $9,741-98.3% | $14,365-98.9% |